Institutional Ownership Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN). We have compiled data on the 647 institutions that hold shares in the stock, with a total of 413 Million shares, which have been reported (via 13F filing form) to have a value of $3.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
2,000
shares
|
$18,940
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,983
shares
|
$18,779
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
1,935
shares
|
$18,324
0.0% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
1,892
shares
|
$17,917
0.0% of portfolio
|
Q2 2024
Added 51.36%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,881
shares
|
$17,813
0.0% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,845
shares
|
$17,472
0.0% of portfolio
|
Q2 2024
Added 291.72%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,830
shares
|
$17,330
0.0% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,810
shares
|
$17,140
0.0% of portfolio
|
Q4 2023
Reduced 19.91%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,794
shares
|
$16,989
0.0% of portfolio
|
Q3 2024
Reduced 17.21%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,714
shares
|
$16,231
0.01% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,662
shares
|
$15,739
0.0% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,630
shares
|
$15,436
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
1,616
shares
|
$15,303
0.0% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,553
shares
|
$14,706
0.0% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,523
shares
|
$14,422
0.0% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
1,500
shares
|
$14,205
0.0% of portfolio
|
Q1 2024
Reduced 82.35%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
1,487
shares
|
$14,081
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,471
shares
|
$13,930
0.0% of portfolio
|
Q4 2024
Added 315.54%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
1,451
shares
|
$13,740
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,451
shares
|
$13,740
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,439
shares
|
$13,627
0.0% of portfolio
|
Q3 2024
Reduced 17.63%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,413
shares
|
$13,381
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,400
shares
|
$13,258
0.0% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
1,377
shares
|
$13,040
0.0% of portfolio
|
Q4 2024
Reduced 48.02%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,311
shares
|
$12,415
0.0% of portfolio
|
Q4 2024
New holding
|